+62,539.0%
DHR vs KEY
+1,006.9%
+61,532.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +2.6% | +0.5% | +2.1% | +2.5% |
| 30D | +7.4% | +6.9% | +0.6% | +5.8% |
| 3M | +13.0% | -5.0% | +18.0% | +14.1% |
| 6M | +38.5% | +0.7% | +37.7% | +38.0% |
| YTD | +3.8% | +6.5% | -2.7% | +2.0% |
| 1Y | +12.6% | +22.6% | -10.0% | +7.3% |
| 3Y | +22.0% | +125.3% | -103.4% | +0.2% |
| 5Y | -9.5% | +13.9% | -23.5% | -16.9% |
| 10Y | +249.4% | +105.3% | +144.0% | +159.2% |
| All | +62,539.0% | +1,006.9% | +61,532.1% | +22,263.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded KEY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling